Welcome to Phi CRM

Phi CRM brings the moving parts of a brokerage into one place. Your clients, your enquiries, your pipeline, your policies and your own website all sit behind a single login. Instead of copying a phone number out of your inbox, into a spreadsheet, then into a quote, you keep everyone's details in one record and work from there.

It is built for independent insurance brokers who want to grow without piling on admin. If you currently run a spreadsheet for clients, an inbox for enquiries, sticky notes for follow ups and a separate site for your web presence, this is the tool that pulls those threads together. You do not have to move everything across on day one. Most brokers start with a handful of live cases and add the rest as they go.

The client record is the centre of it

Every client has one record, and that record holds a timeline. Calls, emails, notes and documents sit in the order they happened, so anyone on your team can open a case and see exactly where it stands without asking around. Their contact details, the deals in progress and the policies they hold all sit on the same page. When someone rings, you pull up their name in the header search and you are looking at the full history in a couple of seconds.

You add clients by hand with the New client button, or import your existing book from a spreadsheet if you are moving across from another system. Either way, the record is ready to work the moment it exists.

Deals move on a board you control

A deal is one case for one client, such as a private health application or a liability quote. Deals live on pipelines, shown as columns, one per stage. You drag a card from stage to stage as the case progresses, and every move is written to the client's timeline. Two pipelines come ready to use: a private health pipeline whose stages follow the German PKV process, and a general standard pipeline for every other line. You can rename stages, reorder them, change their colours, and build new pipelines for lines that need their own flow.

When a deal is won it becomes an entry in your policy book, with the insurer, the premium and the renewal date. Sort the book by renewal date and you can see what is coming up, so you reach out in good time rather than finding out after a client has lapsed.

Talk to clients without leaving the tool

Each client can be given a secure portal link. They open it, message you and upload documents, with no password to remember. Everything they send lands back on their timeline, so the conversation and the paperwork stay together. This matters more in insurance than in most trades, because you are handling personal and health information that has no business sitting in an ordinary inbox.

Alongside the portal you get a calendar with month, week and day views, tasks you can tie to a client, and the option to connect a Google or Microsoft calendar so your availability stays the same in both places. Due and overdue tasks show as a badge in the sidebar, so the follow ups that matter stay in front of you.

Win new business

The built in website builder gives you a professional broker site you can publish the same day, with no separate host and no developer. The contact form on that site feeds straight into your CRM as a new enquiry, so a visitor becomes a case without anyone retyping a thing. There is also a lead marketplace where you can buy leads that fit your specialism and pass on the ones that do not, with the fees and payouts handled for you.

If you already collect leads from spreadsheets, web forms, webhooks or an email feed, the Connections hub pulls them into the CRM so you stop retyping the same information from one system into another.

Two ways to work with us

You can take the full platform and run your whole brokerage on it. Or, if you only want new business, you can receive leads from our network of insurance websites and work them in a lighter portal. Brokers who start with leads only can move up to the full CRM whenever they are ready, and their history follows them rather than being left behind.

GPHI leads are optional

Phi CRM works anywhere and for any line. For brokers active in the German private health market we can sync leads from German Private Health Insurance straight into the pipeline, but that is an add on, not a requirement. The CRM, the portal, the pipelines, the calendar and the website builder all stand on their own. Brokers on the free GPHI tier can use lead sync without a paid subscription.

Where to start

Create a free workspace and add a few clients, or import your book. Open a deal, log your first note, and send a client their portal link. Spend ten minutes tidying your pipeline stages so they read the way you speak to clients. That is enough to feel how the tool works on a real case. This News section is where we post product updates, practical guides and company news, so it is worth checking back as the tool grows.